Have a question?

Menu

    Assigning an Appointment through Score Sheet Assignments

    Avatar
    Brandi Kline
    • Updated
    Follow

    gray_blue_essentials.png 

    To assign an appointment through score sheet assignments:

    1. Navigate to the Select Patients magnifying glass for the Patient Selector
    2. Select a patient and then click on the patient’s initials on the left-hand side of the screen
    3. Select Goal Plans
    4. In the Goal Plan screen, select the needed Score Sheet
    5. Click Assign at the top of the screen. The “Assign” pop-up will display.

    Assign_pop-up.png

    6. In the “Assign” pop-up, click the Appointment Type drop-down and select the appointment type

    • Select Appointment and then click the + in the upper right-hand corner to display the “Search Appointments” filter, which filters by:
      • Date range (From and To)
      • Assigned Employee

    Search_Appointments.png

    7. Click Select and then Add. The Score Sheet is now assigned to the appointments and will appear in the appointment list for Scout users.

     

    Proprietary & Confidential